Associate Investment Analyst

7 days ago

Melbourne, Australia Lonsec Full time

**We’re looking for an Associate Investment Analyst to join our team in either Melbourne or Sydney. This permanent, full-time position offers a hybrid work arrangement and presents an exciting opportunity to contribute to in-depth managed funds product research that drives key decisions for financial advisers and investors.**

**About The Role**

As an Associate Investment Analyst, you’ll deliver insightful managed fund research to financial advisers and industry subscribers. You’ll build expertise across key asset classes—including equities, fixed income, property, infrastructure, and alternatives—while working with a broad mix of investment products, from listed and unlisted funds to ETFs and LICs.

This is a dynamic role with plenty of room for growth opportunities.

**Responsibilities**:

- Conduct detailed analysis of managed fund products across various asset classes, following annual review cycles and senior guidance
- Provide ongoing support to the Managed Funds Research team with research and reporting
- Participate in reviews of investment managers, evaluating product strategies, risk frameworks, and portfolio construction
- Prepare research reports such as Fund Profiles, Viewpoints, and Reviews, as well as broader investment outlooksEngage with external clients and contribute to team initiatives, including market bulletins and cross-team collaboration**About You**:

- 1-3 years experience in investment research, financial advice, stockbroking, fund management, or a corporate environment
- Strong qualitative research skills with a focus on distilling complex financial information and presenting it clearly
- Solid understanding of investment markets and asset classes, backed by a genuine interest in finance
- Excellent organisational and time management abilities to manage multiple tasks and shifting priorities
- Effective communication and interviewing skills, including confident interactions with external stakeholdersProficient in Microsoft Excel, Word, PowerPoint, Adobe Acrobat, and able to work both independently and within a collaborative team**Essential Qualifications**:
Undergraduate Degree

**Highly Regarded Qualifications**:

- Certified Investment Management Analyst (CIMA)
- CFA
- Master of Business Administration / Economics / Commerce / Applied FinanceRG146 accreditation

**What we offer**
- Ongoing flexible working arrangements
- Family friendly work-life balance
- Paid parental leave
- Volunteer and Study leave
- Genuinely open and supportive culture with an approachable executive team
- Ongoing training and professional developmentWellness program (including an annual wellness reimbursement for all staff to put towards health and wellness-related activities)

**Working rights - You must hold current permanent and full-time working rights in Australia eg. Citizen or Permanent Resident

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